Multiple funnels...
We are looking to have a funnel for each of our contact groups. Is this possible and how would we accomplish this?
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Good morning,
Thank you for contacting Act! Essentials Support.
Unfortunately I'm not sure I fully understand your request. Could you confirm exactly what you mean by 'a funnel' for groups? Please provide as much information as possible on what you're trying to achieve in the software so I can better assist you.
Kind regards,
Dan
Act! Essentials Team -
We are new to ACT essentials. We are hoping to use the program as a way to track multiple groups and have a funnel for each group. For example, the Groups will be for a specific product. We would like to use the opportunity funnel for that group and specific product. Then for another group, there will be a another product. We would like to track the opportunities for that product. Is this possible for ACT essentials? Do we need to add any feature? Please advise.
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Hi there,
Thanks for providing that information.
Unfortunately you're only able to associate specific contacts to an opportunity. You can however, associate groups to opportunities in Act Pro/Premium. I've included a link below to our product page which includes info on both of these products.
https://www.act.com/en-uk/pricing
Kind regards,
Dan
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